Unified Investment Management’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Unified Investment Management’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$295K	Sell	419 -8	-2%	-$5.36K	0.27%	110
2026 Q1	$263K	Buy	427 +2	+0.5%	+$1.27K	0.27%	109
2025 Q4	$256K	Hold	425	–	–	0.26%	111
2025 Q3	$253K	Hold	425	–	–	0.25%	110
2025 Q2	$241K	Hold	425	–	–	0.26%	108
2025 Q1	$227K	Buy	+425	New	+$241K	0.27%	105

Other funds holding MDY

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

PAI

Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Unified Investment Management's MDY Position: Q2 2026 in Review

Unified Investment Management reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 1.9% in Q2 2026, selling an estimated $5.36K and leaving 419 shares worth $295K. The position accounts for 0.27% of the portfolio, ranked #110.

Unified Investment Management first reported a position in MDY in Q1 2025 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

Unified Investment Management held 419 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $295K as of Q2 2026.
Unified Investment Management sold 8 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $5.36K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.27% of Unified Investment Management's portfolio in Q2 2026, its #110 holding.
Unified Investment Management first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q1 2025 and has held it in 6 quarters since.
683 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.